Gradient Investments LLC PXH — INVESCO EXCHANGE-TRADED FD T

Ownership history in Gradient Investments LLC  ·  18 quarters on record

AI Ownership Summary

Gradient Investments LLC reported INVESCO EXCHANGE-TRADED FD T (PXH) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows PXH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PXH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in INVESCO EXCHANGE-TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PXH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gradient Investments LLC held PXH — position size vs. price
% of Fund (quarterly)    PXH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,172 +541 +8.2% 0.00% $208K 2026-10-08 $29.25
2024 Q2 UNCHANGED — — — 6,631 — 0% 0.00% $134K 2024-07-18 $18.53
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gradient Investments LLC and PXH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning PXH?

Gradient Investments LLC reported PXH across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PXH position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for PXH was 0.00% in 2024 Q2.

What is the latest reported PXH position on this page?

The most recent filing on this page is 2026 Q3, when Gradient Investments LLC reported 7,172 shares, equal to 0.00% of portfolio, with an estimated market value of $208K.

What does the chart on this PXH ownership page compare?

The chart compares Gradient Investments LLC's quarterly PXH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gradient Investments LLC time their PXH position?

Based on 13F filing dates vs. subsequent PXH price moves, Gradient Investments LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PXH relative to SPY over the holding period was -6.5%.

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